See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,100 | $105,181+50.3% | $159,436-0.8% | $85,850+84.2% |
| Participation rate | 73.0% | 75.8%-2.8pp | 82.8%-9.8pp | 69.3%+3.7pp |
| Annual return | 15.16% | 45.07%-29.9pp | 263.57%-248.4pp | 318.53%-303.4pp |
| Employer contribution / active EE | $1,808 | $3,318-45.5% | $4,829-62.6% | $2,565-29.5% |
| Participant deferral / active EE | $6,534 | $5,945+9.9% | $7,352-11.1% | $3,952+65.3% |
| Admin fee / account holder | $10,665 | $6,933+53.8% | $10,799-1.2% | $6,260+70.4% |